> For the complete documentation index, see [llms.txt](https://docs.zwapgrid.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zwapgrid.com/client-portal/systems.md). # Systems Enable accounting systems and configure System Settings for customer connections. Use **Systems** in the [Client Portal](https://clients.zwapgrid.com/) to control which Accounting Systems Your Customer can select in the Onboarding Flow and to configure the credentials used for those connections. System Settings are the standard setup path for new integrations wherever they are supported. Your organisation registers and owns the vendor application, and Zwapgrid uses the published System Setting when Your Customer connects. Zwapgrid is moving toward this model across all Accounting Systems. ## Enable a system Enable a system when you are ready to offer it to Your Customer. Enabled systems appear in the standard [Onboarding Flow](/onboarding-flow/onboarding-flow.md); disabled systems do not. Test.1 is the exception. It is always available for Development Consents, does not appear in the Client Portal, and cannot be enabled or disabled. {% hint style="info" %} For systems with System Settings, enabling the system is not enough. Publish a System Setting and either make it the default or provide its ID when you [create the Consent](/client-portal/consents/create-consent.md#providing-system-settings-during-consent-creation). {% endhint %} ## Set up the connection For a new integration, create and publish a System Setting whenever the Accounting System supports it. This is a **client-managed connection**: you supply credentials from your own vendor application and retain control of its permissions and lifecycle. Some systems do not yet expose System Settings. Those systems currently use a **Zwapgrid-managed connection**, where Zwapgrid supplies the application configuration. Existing integrations may also continue to use this setup. These are not presented as interchangeable options for each connection. Follow the relevant [System Setup Guide](/client-portal/systems/setup-guides.md); it tells you whether to create a System Setting or use the current Zwapgrid-managed process. See [Connection Management](/client-portal/systems/connection-management.md) for ownership and maintenance responsibilities. ## Configure System Settings A System Setting stores the credentials and system-specific options for your integration. Creating and publishing it is a normal part of setting up a supported Accounting System. Settings use a Draft, Published, and Archived lifecycle and can be selected during Consent creation. Read [System Settings](/client-portal/systems/system-settings.md) for the complete workflow, lifecycle rules, and credential-safety guidance. ## System setup guides Vendor requirements differ. The [System Setup Guides](/client-portal/systems/setup-guides.md) explain how to prepare a test account or vendor application, configure Zwapgrid when applicable, and validate the connection before production. The following systems currently expose configuration in the Client Portal: | System | Setup guide | | ----------------- | ---------------------------------------------------------------------- | | Bjorn Lunden | [Open guide](/client-portal/systems/setup-guides/bjorn-lunden.md) | | Bokio | [Open guide](/client-portal/systems/setup-guides/bokio.md) | | Business Central | [Open guide](/client-portal/systems/setup-guides/business-central.md) | | Exact Online | [Open guide](/client-portal/systems/setup-guides/exact-online.md) | | Finago Procountor | [Open guide](/client-portal/systems/setup-guides/procountor.md) | | Fortnox | [Open guide](/client-portal/systems/setup-guides/fortnox.md) | | QuickBooks Online | [Open guide](/client-portal/systems/setup-guides/quickbooks-online.md) | | Spiris | [Open guide](/client-portal/systems/setup-guides/visma-eaccounting.md) | | Xero | [Open guide](/client-portal/systems/setup-guides/xero.md) | The setup index also covers systems that do not yet expose a System Setting and therefore use the current Zwapgrid-managed process. ## File.1 File.1 is the file-ingestion option for formats such as PDF invoices. Enabling and configuring File.1 allows Your Customer to use file-based ingestion in the Onboarding Flow. See [File.1](/file-1/file-1.md) for the product workflow. ## Next steps 1. Open the relevant [system setup guide](/client-portal/systems/setup-guides.md). 2. Create and publish a [System Setting](/client-portal/systems/system-settings.md) whenever the system supports it. 3. If System Settings are not yet available, follow the documented [Zwapgrid-managed process](/client-portal/systems/zwapgrid-managed-connection.md). 4. Create a Consent and test the complete [Onboarding Flow](/onboarding-flow/onboarding-flow.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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